I have been a partner with TAB of Central New Jersey since 2009. For over 25 years I have worked in various aspects of business management, including strategic planning, company buy-outs, acquisitions and exits (M&A), and both financial and cash flow management. I am passionate about helping entrepreneurs maximize the value of their companies, assess their long term growth and exit alternatives, and fund their cash flow peaks and valleys.
I started my career in banking where I gained valuable experience in raising various forms of funding. And I got an up-close view of how businesses succeed and stumble under a variety of economic and operational circumstances.
My career took an exciting turn when I became Treasurer of one of my rapidly growing clients; a family-owned, global holding company which owns about 15 middle market companies which operate in a wide array of industries. As Treasurer, I raised over $800mm in financing, ran an international treasury operation and a $100mm pension plan. But my most meaningful and challenging experience was that I became a trusted advisor to the family, the Board and to our capital sources. During my time as Treasurer the executive team successfully tackled issues such as generational transfer, leadership turnover, and a significant cash crunch.
From there I took over Corporate Development for the company. In that role I worked with the CEO, the family and the Board to develop long-term strategic plans for each of our platform companies and I led the effort to buy and sell companies across the globe; completing $2B in M&A transactions.
Today I have the pleasure of working with myriad successful New Jersey business owners in a variety of different industries. I am focused on the needs of our clients, from diversifying revenue streams to funding growth to building great management teams. Every day is a new challenge. And, every day we have the satisfaction that comes from contributing to the personal success of our clients and the business success of their companies.